SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 515 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,598 | -78.2% | 4,669 | -78.1% | 0.33% | -17.6% |
Q4 2022 | $1,026,499 | -29.1% | 21,279 | -27.2% | 0.40% | -7.7% |
Q1 2022 | $1,447,000 | +9.8% | 29,212 | +12.6% | 0.43% | +22.2% |
Q4 2021 | $1,318,000 | -3.2% | 25,936 | -2.5% | 0.35% | +18.1% |
Q3 2021 | $1,361,000 | +0.9% | 26,600 | +1.0% | 0.30% | +16.4% |
Q2 2021 | $1,349,000 | +10.3% | 26,344 | +10.5% | 0.26% | +7.6% |
Q1 2021 | $1,223,000 | +1.7% | 23,835 | +1.9% | 0.24% | +10.7% |
Q4 2020 | $1,202,000 | +3.2% | 23,396 | +3.4% | 0.22% | -10.0% |
Q3 2020 | $1,165,000 | +1.2% | 22,622 | +1.5% | 0.24% | -4.8% |
Q2 2020 | $1,151,000 | +0.1% | 22,295 | +0.3% | 0.25% | -11.9% |
Q1 2020 | $1,150,000 | +0.8% | 22,225 | -1.7% | 0.28% | +24.5% |
Q4 2019 | $1,141,000 | +8.4% | 22,612 | +8.6% | 0.23% | -2.1% |
Q3 2019 | $1,053,000 | +19.8% | 20,822 | +19.8% | 0.23% | -5.6% |
Q2 2019 | $879,000 | +56.4% | 17,381 | +55.1% | 0.25% | +45.0% |
Q1 2019 | $562,000 | +7.5% | 11,204 | +7.0% | 0.17% | -10.9% |
Q4 2018 | $523,000 | +39.5% | 10,472 | +38.4% | 0.19% | +74.5% |
Q3 2018 | $375,000 | -0.3% | 7,569 | -0.1% | 0.11% | +0.9% |
Q2 2018 | $376,000 | -9.6% | 7,573 | -9.3% | 0.11% | -9.2% |
Q1 2018 | $416,000 | +261.7% | 8,347 | +260.9% | 0.12% | +313.8% |
Q4 2017 | $115,000 | – | 2,313 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pacific Sage Partners, LLC | 1,348,867 | $64,597,232 | 19.43% |
Morningstar Investment Management LLC | 2,068,533 | $99,062 | 14.82% |
Northeast Financial Group, Inc. | 364,913 | $17,475,694 | 10.74% |
Greenline Partners, LLC | 1,125,630 | $56,399,763 | 10.63% |
United Capital Management of KS, Inc. | 589,658 | $28,238,738 | 9.61% |
Altiora Financial Group, LLC | 410,283 | $19,648,432 | 9.12% |
Traverso Chambers Private Wealth Management, LLC | 629,147 | $30,129,830 | 8.06% |
ASSET PLANNING CORPORATION | 208,249 | $9,973,027 | 7.67% |
LOWERY THOMAS, LLC | 164,391 | $7,872,680 | 7.53% |
Courage Miller Partners, LLC | 360,432 | $17,261,103 | 7.08% |